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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,478 | $69,118+305.8% | $53,647+422.8% | $138,895+101.9% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 16.08% | 248.26%-232.2pp | 358.33%-342.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,868 | $1,189+57.1% | $962+94.2% | $4,194-55.5% |
| Participant deferral / active EE | $6,311 | $2,274+177.5% | $1,813+248.1% | $6,396-1.3% |
| Admin fee / account holder | $9,126 | $2,724+235.0% | $2,460+271.0% | $12,562-27.4% |